CRM with e-invoicing: from order to tax authority validation without manual steps

When the order lives in the CRM and the invoice in a separate program, a gray area emerges: who corrects partner data, who retries the submission, and who monitors for rejected invoices.

• Billing data becomes desynchronised between the CRM and the accounting software.
• Invoices rejected by tax authorities are often discovered days too late.
• Credit notes and corrections are not reflected in the sales pipeline or account balance.
• Double data entry for orders originating from B2B portals or EDI.

A proper workflow moves in one direction, with validations at every step of the process.

• A confirmed order generates an invoice with pre-verified lines, prices, and tax rates.
• Partner details are validated against public registries before issuance.
• The invoice is converted into a structured format (Peppol BIS 3.0) and sent to the tax authority.
• Status updates (sent, validated, rejected) return to the invoice with error logs.
• The finalised document synchronises with your ERP (SAP, Dynamics, Sage) for accounting.

Invoicing, e-invoicing, and electronic transport documents are native modules within CRMconnect. Issuance starts from the order, submission and status tracking happen on the same screen, and export to the ERP keeps the general ledger where it belongs today. Bank reconciliation closes the loop by matching receipts with invoices and the chart of accounts.